AGILYSYS INC — Form 8-K
Filed October 26, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Agilysys reported Q2 FY2027 total revenue of $93.4M (17.7% YoY growth) with subscription revenue up 32.6% YoY to $62.2M (66.6% of total). The company raised full-year FY2027 guidance: total revenue to $374–$378M (from prior range) and subscription growth to at least 34% (from 32%). Adjusted EBITDA margin guidance increased to 25% of revenue from 24%. Net income was $13.2M ($0.46 diluted EPS); adjusted EBITDA was $24.1M (25.9% margin). Cash position improved to $137.6M from $116.9M at fiscal year-end.
Why this rating
Strong Q2 results with record revenue and improved margins support guidance raise. Subscription-driven model (66.6% recurring) shows resilience. Event is material relative to company size (~4% of annual revenue in single quarter), but recurring growth and operational momentum are incremental improvements, not transformational.
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